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Building 2WITT FINANCIAL GROUP, LLC

Map pinCROSSVILLE, TN
Phone931-484-4911
NotebookSEC #801-134720
Total AUM
$160.5M
Employees
6
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
91 HWY 70 EAST
SUITE 102
CROSSVILLE
TN 38555
United States
Operating Hours
MON - THUR: 8 AM - 5 PM; FRI: 8 AM - 3 PM
Monday - Friday
Phone
931-484-4911

ReceiptFinancials

Total AUM
$160.5M
Accounts
684
Discretionary
$160.5M
Accounts
684
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
228
AUM
$63.1M
HNW Individual Clients
86
AUM
$97.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSETS UNDER ADVISEMENT AND SELECTION OF OTHER ADVISERS

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLTNTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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